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Managing Members

Members list, add, pause, cancel, move plan, and refunds

Overview

Once you've created a membership plan, you can start adding members. A member is a pet owner who has been assigned to a plan and is being billed on a recurring basis. Petboost handles all the billing through Stripe while giving you full visibility and control over each subscription.


Adding a New Member

Step 1: Navigate to the Members view

  1. Click Memberships in the left-hand navigation (this opens the member list)

  2. Click Add member manually in the top-right corner

Step 2: Select the Pet Owner

  1. Search for the pet owner by name, email, or phone number

  2. Select them from the results

Note: Memberships bill a card on file. If the pet owner does not have one, tap Text them to add a card. After they add it, come back and enrol.

Step 3: Choose a Plan

  1. Select the membership plan to assign them to

  2. Review the plan details (price, cycle, benefits)

  3. Confirm the subscription

What Happens Next

When you add a member:

  • Stripe creates the subscription. Same-day starts charge now and benefits begin now. On a plan that bills a fixed weekday, a same-day start off that weekday still charges now and still aligns billing to that weekday. The first payment is the full week unless Pro-rate the first week is on, in which case it covers only the days until that weekday. Future starts wait for that date unless you tick Collect first payment today, in which case money is taken now and benefits still wait for the start date.

  • The pet owner's profile displays the crown badge

  • Included-use counters start on the start date, not the day you pressed Enrol

  • Visits on or after the start date can be booked now at the member price. The price is set when you save, from the visit date, so the start date does not reprice bookings already in the diary. If you save a recurring series, start it on or after the start date; walks before then are separate one-off bookings. After you save, check the price on each occurrence. If a visit is still at the standard price, open it and use Apply Member Price.

  • The member appears in your Members list. Status is Active once they have started, or Pending until then.


Viewing the Members List

The Members view shows all your members with quick filters:

Status Filters

  • Active - Currently subscribed and in good standing

  • Paused - Subscription is temporarily paused (not being billed)

  • Past Due - A renewal payment has failed and is in the retry/grace period. A first invoice that fails stays Pending Activation and shows Membership Payment Failed instead.

  • Cancelled - Subscription has been cancelled (end-of-period or immediate)

  • Expired - Subscription reached the end of a fixed term

Cancelled members start expanded so you can Reactivate them. Reactivate is hidden when that owner already has a live membership. Cancelled memberships that already have a live membership on the same plan are hidden. To show them, open Filters and turn off Hide reactivated. Expired members sit in a collapsed group. To show expired members, select the group heading.

Member Information

Each row in the list displays:

  • Pet owner name, profile photo, and covered pets

  • Plan name (plans that share a name carry a badge so you can tell them apart)

  • Status badge (colour-coded), including a waiting-to-activate mark for a start that has not begun, and Membership Payment Failed when money is owing. Open that badge to retry the charge or text a card update.

  • A ring per benefit showing how much of the allowance is left

  • What they have redeemed and the fees they have paid

  • Credits sitting unused

  • Current period dates, next billing date, and the amount on their agreement

Open Sort & Group to change the list. Group by Status, Plan, Billing frequency, or Benefits remaining. Then sort by Newest member (the activation date), Member name, Plan name, Next billing, or Price. The default is group by Status, then Newest member newest first. Each billing cycle is listed once.

Click any member to view their full subscription detail.

The crown on a member or appointment is identity, not "this visit is included". A booking is included when you see Included or Member benefit available, or after you Apply member pricing on an older diary booking.


Viewing Member Details

The member detail view shows everything about a specific membership:

Subscription Summary

  • Plan name and the amount this member pays (the price on their agreement, which can differ from the plan card after a price edit)

  • Current status

  • Start date and current period

  • Next billing date

  • Payment method on file

Usage Counters

For each benefit in the plan:

  • Issued - How many are included this period

  • Redeemed - How many have been used this period

  • Remaining - How many are left before included uses refresh

  • Overage - How many additional uses beyond the limit (if applicable)

Billing History

A timeline of all payments made for this subscription:

  • Payment date

  • Amount charged

  • Payment status (succeeded, failed, refunded)

  • Invoice reference

Activity History

A log of subscription events:

  • When the subscription started

  • Pauses and resumptions

  • Payment successes and failures

  • Cancellation events


Pausing a Subscription

Pausing temporarily stops billing and benefit accrual without cancelling the membership entirely.

When to Pause

  • Customer is going on holiday

  • Pet is recovering from surgery and can't attend appointments

  • Customer requests a temporary break

  • Seasonal businesses during off-peak periods

How to Pause

A pause starts today or on a billing day you pick under Starts. Duration is whole billing cycles. The shortest pause is one cycle (one week on a weekly plan). Partial cycles cannot be paused.

  1. Open the member from Members

  2. Select Pause

  3. Choose Starts: Now, or an upcoming billing day

  4. Set How long in billing cycles

  5. Check the summary: Billing and benefits shows the resume day, Counts as shows which pause this is, and Bookings lists appointments inside the pause

  6. If the length or the pause count goes past the plan, tick Override the plan limit for this pause

  7. Select the button, which names the length, for example Pause for 2 weeks or Schedule pause for 2 weeks

A scheduled pause shows as Pause scheduled and can be cancelled until it starts.

The membership resumes automatically on the resume date. Unused days on this pause do not stay available as another pause later.

If they have used every pause on the plan, or you choose a duration longer than Max days per pause, the dialog warns you and asks you to confirm. You can still pause. A member pausing themselves cannot go past those limits. Max days per pause must be at least one billing cycle.

If a customer wants a few days off in the middle of a paid cycle, skip those appointments. Do not pause the membership for part of a cycle. See Pause or cancel a recurring series.

What Pausing Does

When the pause starts (Now, or the billing day chosen under Starts):

  • Stops billing - no further charges until resumed

  • Freezes usage counters at their current values

  • Changes the member's status to Paused

  • The crown badge remains but displays as paused

  • Benefits cannot be redeemed while paused

  • Counts as one pause for the next 12 months, whatever its length. A 2 week pause is one pause, not two. Unused days on that pause do not stay available as another pause.

Until a scheduled pause starts, the member stays Active and billing continues.

The member is emailed when a pause is scheduled, when it starts, and when it ends. All three follow Pause / Resume Notification in Settings.

What Pausing Does Not Do

  • Does not cancel the subscription

  • Does not refresh usage counters

  • Does not issue a refund for the current period

Tip: If a customer has already been charged for the current period and wants to pause immediately, consider whether a partial refund is appropriate. Pausing does not automatically refund the current period's charge.


Resuming a Subscription

To reactivate a paused subscription:

  1. Open the member from the Members view

  2. Click Resume

  3. Confirm the resumption

What Happens on Resume

  • Billing resumes and the next charge occurs on the next billing date

  • If they resume before their refresh day, usage counters continue from where they froze

  • If the pause ran past the refresh day, a fresh period is issued on the plan's usual cadence, so the member keeps their original refresh weekday. Visits already booked in that period keep the uses they claimed

  • Status changes back to "Active"

  • Benefits are available for redemption again

  • The crown badge returns to its normal active state

If a resume date was set when pausing, the subscription resumes automatically on that date.


Cancelling a Subscription

When a customer wants to leave the membership programme, you have two cancellation options:

End-of-Period Cancellation (Recommended)

  1. Open the member from the Members view

  2. Click Cancel membership

  3. Set When should this take effect? to Cancel at end of current period

  4. Confirm the cancellation

The member keeps their benefits until the current billing period ends, then the subscription terminates. No further charges are made.

Immediate Cancellation

  1. Open the member from the Members view

  2. Click Cancel membership

  3. Set When should this take effect? to Cancel now (access ends today)

  4. Confirm the cancellation

The subscription ends right now. Benefits are revoked immediately. No further charges are made.

Important: Immediate cancellation does not automatically issue a refund for the current period. If the customer has paid for a period they won't fully use, consider issuing a manual refund through Stripe.

After Cancellation

  • Status changes to "Cancelled"

  • The crown badge is removed from the customer's profile

  • Usage counters freeze and are no longer tracked

  • The subscription appears in the "Cancelled" filter

  • Upcoming bookings that were priced by the membership return to the standard price, and the included uses they were holding are released. Petboost emails the customer to tell them their upcoming bookings have been repriced.

Reactivate a cancelled membership

If they still want the membership, start it again from the cancelled row. This creates a new membership on the same plan and pets.

If they already have a live membership, Reactivate is hidden. If that live membership is on the same plan, the cancelled row is also hidden. To show it, open Filters and turn off Hide reactivated.

  1. Open Memberships (the Members list), or open the customer and go to Membership

  2. Select Reactivate on the cancelled membership

  3. If they have a card on file, tick that you have their permission, then select Reactivate now

  4. If they do not have a card, select Text them to add a card. After they add it, open Reactivate again

  5. Open the customer's Appointments tab and apply the membership to bookings already in the diary, using Apply member pricing

Bookings you create after reactivation pick up the membership on their own. Bookings that were already in the diary do not.


Changing the pets on a membership

Covered pets cannot be changed on a live subscription. To change which pets are covered, cancel that membership, then Reactivate and tick the right pets. If the plan has a minimum commitment, early-cancel charges may apply.


What a plan price edit does to existing members

Editing the plan (price, surcharge, or billing cycle) updates the catalogue. It does not rewrite the agreement on an existing membership.

  • People who join after you save pay the new amount

  • Each existing member keeps paying the amount stored on their membership until that membership ends

  • Pause, resume, and retry payment keep the same amount

  • Weekly, fortnightly, and monthly siblings are separate plans. Editing one does not change the others

There is no Change Plan button and no proration on plan changes. The membership is the agreement. To change what someone pays, cancel that membership, then Reactivate (same plan) or Add member manually (different plan).


Move a member onto a different price or plan

An owner can hold only one active membership at a time, so you cancel the current agreement before you enrol them on the same plan (new catalogue price) or on a different plan. If the new plan has Minimum pets set, the account needs at least that many active pets before you can enrol them.

If the plan has a minimum commitment, check the cancellation settings before you cancel. Early-cancel charges may apply.

  1. Open the member from Members

  2. Click Cancel membership

  3. Set When should this take effect? to Cancel at end of current period (they keep benefits until then) or Cancel now (access ends today)

  4. Confirm the cancellation

  5. After the membership has ended, select Reactivate to keep them on the same plan. To put them on a different plan, select Add member manually, choose the owner, the plan, and the pets, then confirm enrolment

  6. Open the customer's Appointments tab and apply the new membership to bookings already in the diary, using the membership banner or Apply member pricing on each booking

Step 6 matters because cancelling reverted those bookings to the standard price. Bookings you create after enrolment pick up the new membership on their own; bookings that were already in the diary do not.

The new membership starts a new agreement: the catalogue price and benefits on the plan at enrolment, and a new billing weekday if the plan uses start-date billing. Included-use counters start on the new start date. There is no automatic credit or charge for unused days on the old membership. If a refund is appropriate, issue it from the old member's billing history through Stripe.


Member Statuses Explained

Status

Meaning

Billing

Benefits

Active

In good standing, payments current

Billing normally

Full access

Paused

Temporarily suspended

Not being billed

Frozen

Past Due

Payment failed, in retry period

Stripe retrying

Benefits kept for ~72h after first failure, then suspended

Cancelled

Terminated (end-of-period or immediate)

No further charges

Revoked


Best Practices

Adding Members

  • Ensure the customer understands what they're signing up for before subscribing them

  • Verify they have a valid card on file

  • Explain the billing cycle and what benefits they receive

Managing Expectations

  • Communicate clearly about pause and cancellation policies

  • Let customers know their usage refreshes each period (no rollover)

  • Be transparent about overage charges

Retention

  • Monitor "Past Due" members and reach out proactively

  • Use the pause feature generously - a paused customer is better than a cancelled one

  • If they want a different plan or price, cancel that membership, then Reactivate (same plan, new catalogue price) or Add member manually (different plan) after you have agreed the change with them


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